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PGX vs RWL

Invesco Preferred ETF vs Invesco S&P 500 Revenue ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

Key differences

  • RWL costs 0.11% less per year.
  • PGX is classified as fixed income, while RWL is equity — different risk/return profiles.
  • Over the last 3 years, RWL has delivered higher annualized returns.

Side-by-side comparison

PGXRWL
Annual cost (TER)0.50%0.39%
Fund size (AUM)$3.9B$8.8B
Since20082008
Dividend yield6.16%1.28%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+29.1%
CAGR 3Y+6.1%+20.2%
CAGR 5Y-0.3%+13.3%
Sharpe 3Y0.311.28
Volatility 1Y6.14%10.12%
Max drawdown-34.10%-36.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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